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活跃的移动用户下降4.5分钟,11月趋势继续:分析师
引发的通胀压力,在功能手机SIM整合和减缓升级预计将持续两个季度,分析师说。市场领导者的依赖Jio失去最活跃用户,开发分析师表示可以延迟总体关税上调。
引发的通胀压力,SIM整合和减速功能手机升级预计将持续两个季度,分析师说。市场的领导者依赖Jio失去了最活跃用户,开发分析师表示可以延迟总体关税上调。
“该行业的活跃潜艇下降到450万年11月22日(大幅增加后的280万年10月22日)由于急剧下降3 mn / 2 mn Jio /维尔,“观察JM金融在其报告中分析最新的订阅数据的印度电信管理局(火车)。
“Jio持续表现不佳的用户添加和Bharti在本月22日,可能会导致延迟关税上涨,”Jefferies的分析师补充说。
专家们认为SIM蘸Jio整合为主要原因的积极订阅。SIM整合是指数量的收缩移动连接,包括多个的,这通常发生在关税上升或当电信公司合并,收购,或者发条操作。
“带宽正在改善,关税不太不同的服务提供者和有多个选项之间打电话使用奥特应用像WhatsApp,所以消费者有更少的理由保持多个西姆斯。Jio是最常用的第二个SIM数据使用,“ComFirst Mahesh Uppal说,通信咨询公司。
主动订阅的下降反映了放缓升级到智能手机。“从每月500万转换大流行前,我们正在看到一个月3 - 3.5转换,“Shilpi Jain说,研究与市场研究分析师,通胀压力的主要原因是发生。
印度经济增长的移动互联网用户群在2022年大幅放缓
印度电信管理部门整理的数据(火车)显示印度的整体网络用户群CY2021房价同比增长4.3%至8.293亿期间稳定的两位数增长后2015 - 20的入门级智能手机价格上涨放缓之际2 g-to-4g转换。
另一个担忧是农村净增200万潜艇下降,指出Pareekh Jain,首席执行官EIIRTrend。
“由于电信公司正在考虑农村作为增长的下一个前沿,这是一个紧迫的问题如果这一趋势继续下去。城市电话密度相当饱和在130%。新增需要来自农村市场,”他说。
对电信公司在这种情况下,它变得越来越重要关注ARPU(每用户平均收入)增长的城市用户确保增长势头,他补充说。
Airtel看到活跃的潜艇增加(010万添加在哈里亚纳邦和020万年添加Odisha)在市场增加了基础包关税。
电信中断Rs 99计划Odisha和哈里亚纳邦圈子在下半年11月,标志着一个客户支出增长80% 155卢比的下一个计划。
Airtel赢得了用户和市场份额在这两个领域,这意味着关税上调对其用户基础的影响有限。涨价的全面影响将出现在12月,Jefferies的分析师说,整个用户基础就不会经历了一个充电周期在11月结束。
Jio, Airtel在11月获得潜艇沃达丰想法的代价:火车
11月Vi失去了多达182万移动用户,进一步缩小其用户群2.4379亿。相比之下,Jio和Airtel用户基地扩展到4.228亿年和3.6608亿年分别的电信监管机构最新用户数据整理印度(火车)。
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<\/figure>New Delhi: The telecom industry<\/a> saw a 4.5 million fall in active users in November 2022, the highest in the last seven months, as consumers moved to single SIMs and feature phone to smartphone conversion continued to slow down, leaving Indian telcos struggling to stem customer churn.Triggered by inflationary pressures, SIM consolidation<\/a> and slow down in feature phone upgrades are expected to continue for a couple more quarters, analysts added. Market leader Reliance Jio<\/a> lost the most number of active subscribers, a development which analysts said could delay headline tariff hikes in the industry.
\u201cThe industry\u2019s active subs were down by 4.5 million in Nov\u201922 (following a sharp addition of 2.8 million in Oct\u201922) due to a sharp 3mn\/2mn decline for Jio\/VIL,\u201d observed JM Financial in its report analysing the latest subscription data put out by the Telecom Regulatory Authority of India (Trai<\/a>).
<\/div><\/div>Bharti Airtel<\/a>, on the other hand, added 1 million active users in November 2022. Active, or visitor location register (VLR<\/a>), data put out every month by Trai reflects the number of subscribers actively using a mobile network.
\u201cA continued underperformance in Jio's subscriber additions vs. Bharti as seen in Nov-22, could lead to delays in tariff hikes,\u201d analysts from Jefferies added.
Experts have attributed SIM consolidation as the main reason for the dip in Jio\u2019s active subscriptions. SIM consolidation refers to contraction in the number of mobile connections, including multiple ones, which can typically happen when tariffs rise or when telcos merge, get acquired, or wind-up operations.
\u201cBandwidths are improving, tariffs not too different between service providers and there are multiple options for making calls using OTT apps like WhatsApp, and so consumers have fewer reasons to keep multiple SIMs. And Jio was the most used \u2018second SIM\u2019 for data usage,\u201d said Mahesh Uppal, director, ComFirst, a communications consultancy.
The drop in active subscriptions reflects the slowdown in upgrading to smartphones. \u201cFrom 5 million conversions a month pre-pandemic, we are currently seeing 3-3.5 million conversions a month,\u201d said Shilpi Jain, research analyst at Counterpoint Market Research, adding that inflationary pressures are the main reason for this occurrence.
\u201cA continued underperformance in Jio's subscriber additions vs. Bharti as seen in Nov-22, could lead to delays in tariff hikes,\u201d analysts from Jefferies added.
Experts have attributed SIM consolidation as the main reason for the dip in Jio\u2019s active subscriptions. SIM consolidation refers to contraction in the number of mobile connections, including multiple ones, which can typically happen when tariffs rise or when telcos merge, get acquired, or wind-up operations.
\u201cBandwidths are improving, tariffs not too different between service providers and there are multiple options for making calls using OTT apps like WhatsApp, and so consumers have fewer reasons to keep multiple SIMs. And Jio was the most used \u2018second SIM\u2019 for data usage,\u201d said Mahesh Uppal, director, ComFirst, a communications consultancy.
The drop in active subscriptions reflects the slowdown in upgrading to smartphones. \u201cFrom 5 million conversions a month pre-pandemic, we are currently seeing 3-3.5 million conversions a month,\u201d said Shilpi Jain, research analyst at Counterpoint Market Research, adding that inflationary pressures are the main reason for this occurrence.
<\/div><\/div>Uppal added that the trend of muted active subs growth, or even decline is likely to continue for a few months given the customer base is settling into the single SIM phenomena. \u201cThe telcos may not be too bothered about the subscription numbers as long as the revenue is not impacted, which so far it hasn\u2019t,\u201d he added.